Practical Workshop in Capital Investment Appraisal

Course Introduction

This course focuses on one question: how do teams in reporting cycles, budgets and financial controls apply Capital Investment Appraisal consistently and safely under real constraints? Five days of discussion, exercises and case work provide practical answers you can adapt to your own organisation.

Training Objectives

• 01Explain the core principles, terminology and standards behind Capital Investment Appraisal in clear, practical language
• 02Select and adapt suitable approaches to Capital Investment Appraisal for the constraints of reporting cycles, budgets and financial controls
• 03Diagnose weak spots in current practice and prioritise corrective action
• 04Use practical tools, checklists and templates that support day-to-day Capital Investment Appraisal
• 05Leave with a prioritised list of improvements you can start within 30 days

What You Will Take Away

• A checklist of common pitfalls and how to avoid them
• Benchmarks and KPIs to track your own results
• A negotiation and communication cheat-sheet

Who Should Attend

• Finance & Accounting Professionals
• Financial Analysts
• Non-Financial Managers
• Budget & Planning Officers

Prerequisites: Open to all levels; participants are encouraged to bring a real work challenge.

Training Methodology

Learning happens by doing — teams work through practical tasks, present their results and receive immediate feedback. Case material and examples are drawn from reporting cycles, budgets and financial controls.

Day-by-Day Programme (5 Days)

• Day 1
  Getting oriented: the landscape of Capital Investment Appraisal

  Scope, terminology and the standards and regulations that shape Capital Investment Appraisal in reporting cycles, budgets and financial controls.

• Day 2
  Core concepts and methods

  The principles, codes and best-practice approaches that leading organisations rely on for Capital Investment Appraisal.

• Day 3
  Applying it on the job

  Hands-on exercises using tools and templates for Capital Investment Appraisal, built around realistic situations in reporting cycles, budgets and financial controls.

• Day 4
  Cases, risks and lessons learned

  Case studies, typical pitfalls and the risk and compliance issues that arise with Capital Investment Appraisal.

• Day 5
  Bringing it together

  Consolidation workshop, personal action planning and a closing knowledge check on Capital Investment Appraisal.

Upcoming Sessions